- City National Bank (West Hollywood, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior...review materials at client meetings. * Risk Management and Compliance * Keep current on client's financial information while… more
- Deloitte (Los Angeles, CA)
- …practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this group, ... accounting, finance, MIS, or related field required + Demonstrated practical knowledge in fixed income financial products, income tax principles, debt… more
- Charles Schwab (San Francisco, CA)
- …marketplaces (Alternative Investments, Managed Accounts, Mutual Funds, ETFs, Structured Products, Fixed Income , Annuities & Insurance, and 529). Our mission ... management experiences, through solutions like Schwab Wealth Advisory (SWA) and Schwab Advisor Network (SAN), along with a broad range of investment products and… more
- JPMorgan Chase (Palo Alto, CA)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm +… more
- S&P Global (San Francisco, CA)
- … requirements in target markets + Understanding of financial markets including fixed income , derivatives, equities, or alternative investments + Proven ability ... and promote S&P Global core values while serving as a trusted advisor to clients **Compensation/Benefits Information:** (This section is only applicable to US… more